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Pipeline
Complete overview of your deal pipeline by stage with values and conversion rates
Key Metrics:
Identify which stages have the most deals
Spot bottlenecks in your pipeline
Pipeline
How fast deals move through each stage - identify where deals get stuck
Key Metrics:
See which stages slow down your deals
Optimize processes for faster closings
Pipeline
Deals stuck in the same stage for 30+ days - requires immediate attention
Key Metrics:
Identify deals at risk of falling through
Prioritize follow-up actions
Pipeline
Why deals fall out - learn from losses to improve win rate
Key Metrics:
Understand why deals are being lost
Address common objections
Pipeline
Compare closed vs lost deals to identify success patterns
Key Metrics:
Calculate true win rate
Compare won vs lost deal characteristics
Lead Source
Cost, leads, conversions, and revenue by source - the ultimate ROI report
Key Metrics:
See which sources generate the best ROI
Cut underperforming marketing spend
Lead Source
Performance trends over time - which sources are improving or declining
Key Metrics:
Spot seasonal patterns in lead generation
Identify declining sources early
Lead Source
Which sources send the highest-quality leads based on credit score and loan amount
Key Metrics:
Focus on sources that send qualified buyers
Adjust targeting for better lead quality
Lead Source
Side-by-side comparison of all lead sources across key metrics
Key Metrics:
Quickly compare all sources at once
Make data-driven budget decisions
Partner
Referrals, closed deals, and revenue generated by each partner
Key Metrics:
Identify your top-producing partners
Reward high performers appropriately
Partner
Track partner activity, communication, and relationship health
Key Metrics:
Monitor relationship health
Identify partners who need attention
Partner
Partners with declining referrals or no contact in 60+ days
Key Metrics:
Prevent partner relationships from going cold
Schedule re-engagement activities
Partner
Cost of gifts/events vs revenue generated - calculate partner ROI
Key Metrics:
Justify partner marketing spend
Optimize gift and event budgets
Marketing
Opens, clicks, replies, and conversions by email campaign
Key Metrics:
Identify your best-performing email content
Improve subject lines and messaging
Marketing
Posts, reach, engagement, and leads generated by platform
Key Metrics:
See which platforms drive results
Optimize posting strategy
Marketing
Which content types and topics generate the most engagement and leads
Key Metrics:
Double down on high-performing content
Eliminate content that doesn't resonate
Marketing
Total marketing spend vs revenue generated across all channels
Key Metrics:
Calculate blended marketing ROI
Reallocate budget to winning channels
Activity
Calls, emails, meetings, and tasks completed by day/week/month
Key Metrics:
Track daily productivity
Ensure consistent activity levels
Activity
Activity metrics vs results - are you working smart or just working hard?
Key Metrics:
Measure activity effectiveness
Optimize your time allocation
Activity
Where you spend your time - prospecting, client work, admin, etc.
Key Metrics:
Identify time wasters
Spend more time on revenue-generating activities
Use our Custom Report Builder to create exactly the report you need with your own metrics, filters, and visualizations.